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Dimensional US Targeted Value ETF

722 hedge funds and large institutions have $8.87B invested in Dimensional US Targeted Value ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 273 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
176
City State Bank
Iowa
$6.66M
SA
177
Seneschal Advisors
Washington
$6.61M
PWM
178
Parkshore Wealth Management
California
$6.56M
SWP
179
Stratos Wealth Partners
Ohio
$6.47M
Baird Financial Group
180
Baird Financial Group
Wisconsin
$6.36M
VWA
181
Valued Wealth Advisors
Utah
$6.2M
FWM
182
FMB Wealth Management
California
$6.18M
Stifel Financial
183
Stifel Financial
Missouri
$5.96M
AWM
184
Ariadne Wealth Management
California
$5.95M
NA
185
NewEdge Advisors
Louisiana
$5.89M
KAS
186
Kestra Advisory Services
Texas
$5.88M
MHS
187
M Holdings Securities
Oregon
$5.88M
TC
188
TAGStone Capital
North Carolina
$5.78M
BlackRock
189
BlackRock
New York
$5.55M
CWA
190
CogentBlue Wealth Advisors
Tennessee
$5.44M
SFP
191
SwitchPoint Financial Planning
Utah
$5.4M
CTWM
192
Cherry Tree Wealth Management
Minnesota
$5.31M
VF
193
Vestment Financial
Minnesota
$5.3M
GMA
194
Glassy Mountain Advisors
Maryland
$5.27M
GC
195
Gibson Capital
Pennsylvania
$5.25M
RLIM
196
Red Lighthouse Investment Management
New York
$5.24M
BFA
197
Bragg Financial Advisors
North Carolina
$5.19M
CA
198
Claris Advisors
Missouri
$5.03M
1WM
199
1900 Wealth Management
Texas
$5M
MWA
200
Mills Wealth Advisors
Texas
$4.92M